MK3 Wealth LLC

Kiersten Montenero is a financial advisor at MK3 Wealth LLC in Cherry Hill, NJ, holding a Series 65 designation with several years of experience including roles outside the financial industry at Gilded Raven Games, LLC and teaching positions at Rutgers University and Cherokee High School. She has been with MK3 Wealth LLC for multiple periods since 2020. MK3 Wealth provides wealth management and financial planning services to individuals, trusts, estates, non-profits, and business entities, managing approximately $113 million across about 85 client relationships. The firm uses a combination of fundamental and technical analysis to build diversified portfolios tailored to client risk profiles, typically exercising discretionary authority and conducting annual reviews.

Matthew Montenero is a CFP® with 25 years of industry experience. He is currently a financial advisor at MK3 Wealth LLC, where he has worked since 2019. Prior to that, he held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Montenero serves as a committee member on the District Ethics Committee, District IIIB of Burlington County. MK3 Wealth provides financial planning and wealth management services to individuals, small businesses, trusts, estates, and non-profits. The firm employs a combination of fundamental and technical analysis to build diversified portfolios tailored to each client’s risk tolerance and manages approximately $96 million in assets.